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Asset Manager ← All Institutions

Schonfeld Strategic Advisors LLC

Q1 2026 · Filed 2026-05-15
Market Value
$11.9B
-39.0%
Holdings
2,331
+59
New Purchases
702
Added To
522
Closed
546
Reduced
551
Top 10 Concentration
25.9%
Turnover
53.5%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MU 1.38% 0.13% +1.25% $164M
META 1.10% 0.38% +0.71% $130M
TMUS 0.64% 0.00% +0.64% $76M
U 0.79% 0.16% +0.63% $94M
CRH.L 1.14% 0.57% +0.57% $135M
SITE 0.60% 0.06% +0.54% $71M
MA 0.54% 0.08% +0.46% $64M
ARM 0.44% 0.00% +0.44% $52M
BITB 0.71% 0.27% +0.44% $84M
ETHB 0.43% 0.00% +0.43% $51M
PLTR 0.47% 0.05% +0.42% $56M
IEX 0.66% 0.27% +0.39% $79M
JCI 0.39% 0.01% +0.38% $46M
MRVL 0.51% 0.13% +0.38% $60M
COF 0.43% 0.06% +0.38% $51M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
IVV 15.90% 28.78% -12.88% $1.9B
SPY 1.78% 6.98% -5.19% $212M
NVDA 0.22% 2.92% -2.70% $26M
IBIT 0.76% 2.07% -1.31% $90M
MSFT 0.18% 1.38% -1.20% $21M
TSLA 0.03% 0.95% -0.92% $3M
GOOG 0.09% 0.96% -0.87% $11M
ETHA 0.00% 0.84% -0.84% $354K
AMZN 0.30% 1.04% -0.74% $36M
GOOGL 0.18% 0.81% -0.63% $21M
NFLX 0.13% 0.71% -0.58% $15M
EEM 0.00% 0.35% -0.35% $329K
FSLR 0.00% 0.32% -0.32% $0
EXAS 0.00% 0.31% -0.31% $0
VRT 0.00% 0.31% -0.31% $0

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 72 $3.3B 28.1%
Large Cap 689 $5.2B 44.2%
Mid Cap 698 $2.6B 21.9%
Small Cap 566 $519M 4.4%
Micro Cap 306 $180M 1.5%

Portfolio Analytics

Avg Market Cap
$39.7B
Median Market Cap
$4.1B
Avg P/E
33.7
Median P/E
21.3
Avg Dividend Yield
0.02%
Avg Beta
1.03
# Stocks
2,284
# ETFs / Funds
47

Top Holdings (2,331 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 IVV 15.90% 2,885,532 $1.9B $653.21 -$3.7B -5,276,386 -64.7%
2 SPY 1.78% 325,390 $212M $650.34 -$1.1B -1,662,730 -83.6%
3 MU 1.38% 485,135 $164M $337.84 $138M +395,005 +438.3%
4 FBTC 1.26% 2,530,236 $149M $59.03 -$30M +180,300 +7.7%
5 CRH.L 1.14% 1,280,973 $135M $105.12 $25M +399,423 +45.3%
6 META 1.10% 227,247 $130M $572.13 $56M +114,836 +102.2%
7 ARKB 1.06% 5,593,707 $126M $22.49 -$13M +825,000 +17.3%
8 U 0.79% 4,279,718 $94M $21.94 $63M +3,589,063 +519.7%
9 IBIT 0.76% 2,353,578 $90M $38.42 -$312M -5,747,011 -71.0%
10 BITB 0.71% 2,285,512 $84M $36.81 $32M +1,180,000 +106.7%
11 IEX 0.66% 415,555 $79M $189.55 $26M +119,844 +40.5%
12 TMUS 0.64% 361,548 $76M $210.03 +361,548 NEW
13 SITE 0.60% 532,554 $71M $133.11 $59M +440,790 +480.4%
14 AMAT 0.60% 207,380 $71M $341.79 -$35M -206,002 -49.8%
15 BSX 0.59% 1,105,515 $69M $62.75 $12M +506,234 +84.5%
16 MDLN 0.58% 1,544,538 $69M $44.50 -$13M -400,512 -20.6%
17 WMS 0.57% 489,307 $67M $137.13 -$6M -14,470 -2.9%
18 MA 0.54% 128,385 $64M $499.66 $48M +100,262 +356.5%
19 MRVL 0.51% 608,527 $60M $99.05 $36M +322,007 +112.4%
20 GDX 0.50% 646,802 $59M $91.77 $28M +279,840 +76.3%
21 PLTR 0.47% 380,492 $56M $146.28 $47M +330,267 +657.6%
22 COMP 0.47% 7,543,726 $55M $7.31 $35M +5,619,455 +292.0%
23 ICE 0.46% 350,498 $55M $157.28 $25M +162,385 +86.3%
24 BLD 0.45% 152,790 $54M $351.30 $23M +78,466 +105.6%
25 TSEM 0.45% 303,834 $53M $175.48 $22M +38,557 +14.5%
26 ARM 0.44% 345,322 $52M $151.28 +345,322 NEW
27 COF 0.43% 281,113 $51M $182.43 $40M +235,545 +516.9%
28 ETHB 0.43% 1,882,000 $51M $26.97 +1,882,000 NEW
29 CTRI 0.43% 1,725,876 $50M $29.21 $38M +1,247,630 +260.9%
30 LITE 0.42% 70,460 $50M $702.76 $14M -24,967 -26.2%
31 JCI 0.39% 352,626 $46M $130.95 $45M +343,788 +3889.9%
32 LBRDK 0.39% 915,131 $46M $50.30 $6M +100,276 +12.3%
33 FDX 0.37% 122,588 $44M $356.18 +122,588 NEW
34 PH 0.36% 48,327 $43M $895.24 -$899K -1,918 -3.8%
35 FIGR 0.36% 1,261,064 $43M $33.95 $34M +1,036,730 +462.1%
36 TEX 0.36% 713,943 $42M $59.10 -$28M -593,698 -45.4%
37 W 0.35% 549,561 $41M $75.21 $40M +538,509 +4872.5%
38 SQ 0.34% 672,155 $40M $60.18 $39M +657,195 +4393.0%
39 XPO 0.34% 204,897 $40M $194.55 $26M +106,076 +107.3%
40 MMM 0.33% 273,506 $40M $145.23 $39M +271,714 +15162.6%
41 SYK 0.33% 118,195 $39M $328.59 -$4M -3,350 -2.8%
42 HON 0.32% 169,205 $38M $226.03 -$15M -104,396 -38.2%
43 DDOG 0.32% 322,647 $38M $118.05 +322,647 NEW
44 CDNS 0.32% 136,490 $38M $277.87 $37M +133,595 +4614.7%
45 AON 0.31% 114,003 $37M $322.78 $12M +42,629 +59.7%
46 VRSN 0.31% 147,403 $37M $248.36 -$2M -12,397 -7.8%
47 RTX 0.30% 187,448 $36M $192.90 +187,448 NEW
48 AMZN 0.30% 171,346 $36M $208.27 -$166M -703,335 -80.4%
49 ALSN 0.30% 304,738 $36M $117.06 -$11M -175,758 -36.6%
50 STX 0.30% 90,543 $35M $391.76 $35M +89,411 +7898.5%
51 GE 0.30% 124,307 $35M $283.77 $34M +119,425 +2446.2%
52 PNR 0.29% 399,311 $35M $87.11 +399,311 NEW
53 PODD 0.29% 164,058 $34M $209.84 $21M +118,166 +257.5%
54 SHW 0.29% 106,449 $34M $320.55 $23M +73,309 +221.2%
55 NSC 0.29% 118,618 $34M $287.00 -$3M -8,648 -6.8%
56 BE 0.29% 250,000 $34M $135.49 $3M -110,189 -30.6%
57 NVT 0.29% 285,971 $34M $118.28 $3M -16,181 -5.4%
58 LYV 0.28% 220,373 $34M $152.51 -$3M -37,834 -14.7%
59 PHM 0.28% 285,432 $34M $117.61 +285,432 NEW
60 LRCX 0.28% 157,030 $34M $213.66 $33M +151,886 +2952.7%
61 AMD 0.28% 160,484 $33M $203.43 $25M +124,654 +347.9%
62 TRU 0.27% 469,683 $32M $69.19 -$22M -162,603 -25.7%
63 SYY 0.27% 449,418 $32M $71.33 $26M +365,419 +435.0%
64 ORLY 0.27% 340,698 $31M $92.31 $25M +266,093 +356.7%
65 LSTR 0.26% 194,625 $31M $160.31 +194,625 NEW
66 WDC 0.26% 113,743 $31M $270.49 -$5M -95,238 -45.6%
67 ADC 0.26% 407,027 $31M $75.38 $22M +289,659 +246.8%
68 EQIX 0.26% 31,226 $31M $980.24 -$35M -54,740 -63.7%
69 KBH 0.25% 576,549 $30M $51.75 +576,549 NEW
70 WFC 0.25% 374,733 $30M $79.61 +374,733 NEW
71 SMTC 0.25% 387,335 $30M $76.89 $1M -275 -0.1%
72 LMT 0.25% 48,130 $29M $604.39 $21M +32,007 +198.5%
73 GPN 0.25% 431,797 $29M $67.30 $29M +427,832 +10790.2%
74 SLV 0.24% 421,327 $29M $68.14 $9M +110,059 +35.4%
75 FIVE 0.24% 123,372 $28M $228.48 $14M +46,062 +59.6%
76 TTWO 0.24% 141,918 $28M $197.50 -$16M -28,601 -16.8%
77 AIG 0.23% 365,307 $27M $75.25 $21M +291,497 +394.9%
78 MSCI 0.23% 50,758 $27M $539.01 $19M +36,266 +250.2%
79 LPLA 0.23% 89,762 $27M $300.83 $22M +74,779 +499.1%
80 APG 0.23% 664,816 $27M $40.52 $2M +11,806 +1.8%
81 CNI 0.22% 258,232 $27M $102.77 -$710K -17,427 -6.3%
82 SPOT 0.22% 54,699 $27M $484.91 $24M +50,985 +1372.8%
83 TGT 0.22% 213,757 $26M $121.20 $19M +143,381 +203.7%
84 NVDA 0.22% 147,940 $26M $174.40 -$542M -2,895,777 -95.1%
85 MUSA 0.22% 52,214 $26M $493.97 $18M +33,179 +174.3%
86 ESTC 0.21% 509,592 $25M $49.99 -$1M +152,379 +42.7%
87 TPR 0.21% 180,306 $25M $141.11 $22M +154,885 +609.3%
88 IRM 0.21% 248,886 $25M $102.14 $8M +39,586 +18.9%
89 FOLD 0.21% 1,757,899 $25M $14.46 $22M +1,496,814 +573.3%
90 CSL 0.21% 75,520 $25M $333.62 $24M +71,365 +1717.6%
91 QQQ 0.21% 43,405 $25M $577.18 $11M +20,874 +92.7%
92 Q 0.21% 215,338 $25M $115.38 $19M +140,736 +188.7%
93 PKG 0.21% 116,603 $25M $212.22 $19M +86,416 +286.3%
94 LIN 0.21% 49,798 $25M $495.76 $19M +35,687 +252.9%
95 ANTM 0.21% 83,877 $25M $292.75 $24M +81,532 +3476.8%
96 ODFL 0.21% 125,500 $25M $195.40 +125,500 NEW
97 SNDK 0.21% 38,262 $24M $635.34 -$3M -76,236 -66.6%
98 RHP 0.20% 263,262 $24M $92.27 +263,262 NEW
99 HD 0.20% 73,855 $24M $328.89 +73,855 NEW
100 LLY 0.20% 26,237 $24M $919.77 $24M +25,811 +6058.9%

Options Breakdown

152 Calls $1.9B Call Value 61 Puts $56M Put Value 0.03 P/C Ratio

Top Calls

SymbolSharesValueStatus
QQQ 830,300 $479M
TLT 3,388,300 $294M
GLD 428,300 $184M
KWEB 4,484,900 $128M
FXI 2,697,700 $97M
IWM 250,000 $62M
KRE 873,200 $57M
SPY 75,000 $49M
EEM 557,600 $32M NEW
XLE 498,300 $31M

Top Puts

SymbolSharesValueStatus
PLTR 250,000 $37M NEW
META 30,000 $17M
GEV 3,000 $3M
ADI $0 SOLD
NXPI $0 SOLD
CHRW $0 SOLD
AMAT $0 SOLD
PFE $0 SOLD
BABA $0 SOLD
AR $0 SOLD

New Positions

SymbolValue% Port
TMUS $76M 0.64%
ARM $52M 0.44%
ETHB $51M 0.43%
FDX $44M 0.37%
DDOG $38M 0.32%
RTX $36M 0.30%
PNR $35M 0.29%
PHM $34M 0.28%
LSTR $31M 0.26%
KBH $30M 0.25%
WFC $30M 0.25%
ODFL $25M 0.21%
RHP $24M 0.20%
HD $24M 0.20%
ILMN $22M 0.19%

Sold Out Positions

SymbolValue% Port
ABM —%
ABT —%
T —%
UAMY —%
ARCO —%
GOOS —%
EVC —%
CB —%
WNC —%
AR —%
EMN —%
FLR —%
ALL —%
BFAM —%
YETI —%
View SEC EDGAR Filings for Schonfeld Strategic Advisors LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms